Ownership history in DIMENSIONAL FUND ADVISORS LP Β· 61 quarters on record
This page tracks every 13F SEC filing in which DIMENSIONAL FUND ADVISORS LP reported a position in CUMBERLAND PHARMACEUTICALS COM (CPIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DIMENSIONAL FUND ADVISORS LP underperformed the S&P 500 by β8.0% annually on this CPIX position. Timing score: 50% (29/58 decisions correct). Average cost basis: $5.31. Maximum drawdown during holding period: β82.9%.
β Significantly underperformed the S&P 500 by 8.0% ann.
60 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
29 of 58 add/trim decisions correct
Best entry: $2.25 (2022 Q4) Β· Worst: $7.50 (2012 Q1)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 34 trims. Bought during 12 of 33 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size